Investment Strategies and Policies incl. SRI

  • UK Equities, Government Bonds and Cash

    Author name: Not supplied
    Author organisation: Sarasin and Partners
    Publication date: 25/02/2010
    Upload date: 01/06/2011

    This document examines the UK equities, Government Bonds and Cash.

  • Pointers – Ten Tax Tips To Minimize The Forthcoming Higher Rate Squeeze

    Author name: Not supplied
    Author organisation: Saunderson House
    Publication date: 13/07/2009
    Upload date: 19/04/2011

    This Investment Bulletin from Saunderson House offers ten tips on how to minimize the impact of the 50% tax rate on taxable income exceeding £150,000.

  • Private Equity

    Author name: Not supplied
    Author organisation: Sarasin and Partners
    Publication date: 27/01/2011
    Upload date: 01/06/2011

    This article examines private equity.

  • Commercial Property

    Author name: Not supplied
    Author organisation: Sarasin and Partners
    Publication date: 27/01/2011
    Upload date: 01/06/2011

    This document is a continuation opening chapter of Compendium. This document explains that investors now invest in a wider variety of fixed interest securities, including bonds issued by companies or other non –government issuers.

  • Creating a Strategic Investment Policy

    Author name: Not supplied
    Author organisation: Sarasin and Partners
    Publication date: 27/01/2011
    Upload date: 01/06/2011

    This article is explains the best way of creating a strategic invest policy.

  • Fixed Interest – A Further Allocation To Corporate Bonds

    Author name: Not supplied
    Author organisation: Saunderson House
    Publication date: 12/06/2009
    Upload date: 19/04/2011

    This Investment Bulletin from Saunderson House advises an increased allocation to corporate bonds within the context of a reduced risk of deflation.

  • How to Invest in Commercial Property

    Author name: Not supplied
    Author organisation: Sarasin and Partners
    Publication date: 27/01/2011
    Upload date: 01/06/2011

    The characteristics of property as an asset class are described in the chapter on Commercial Property.

  • The Significance of Income

    Author name: Not supplied
    Author organisation: Sarasin and Partners
    Publication date: 27/01/2011
    Upload date: 01/06/2011

    This article considers the problems of balancing requirements for income and growth, especially in light of the nature of charities and the needs of beneficiaries.

  • Emerging Markets

    Author name: Not supplied
    Author organisation: Sarasin and Partners
    Publication date: 25/02/2010
    Upload date: 01/06/2011

    This article examines the stock market and the case of investing in emerging markets.

  • Future Investment Returns

    Author name: Not supplied
    Author organisation: Sarasin and Partners
    Publication date: 27/01/2011
    Upload date: 01/06/2011

    This document considers what the new era of low inflation implies for likely level of investment returns.

  • Commodities

    Author name: Not supplied
    Author organisation: Sarasin and Partners
    Publication date: 27/01/2011
    Upload date: 01/06/2011

    Commodities are becoming increasingly popular within multi-asset portfolios. This is a function of both their impressive performance in recent years and their low correlation with other financial assets.

  • Planning for Bear Markets

    Author name: Not supplied
    Author organisation: Sarasin and Partners
    Publication date: 27/01/2011
    Upload date: 01/06/2011

    This article describes the characteristics of a bear market and considers how charities can prepare themselves for bear market conditions.

  • Bonds

    Author name: Not supplied
    Author organisation: Sarasin and Partners
    Publication date: 03/05/2011
    Upload date: 03/05/2011

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    The returns from investment in UK Government Bonds were reviewed in the opening chapter of the Compendium. The majority of investors now invest in a much wider variety of fixed interest securities, including bonds issued by companies or other nongovernment issuers, as well as index-linked bonds or bonds issued in different currencies.

  • How to Manage Equity

    Author name: Not supplied
    Author organisation: Sarasin and Partners
    Publication date:
    Upload date: 01/06/2011

    This document examines how to manage equities.

  • Tracker Funds

    Author name: Not supplied
    Author organisation: Sarasin and Partners
    Publication date: 27/01/2011
    Upload date: 01/06/2011

    Investors need not embrace active management. If they are content to accept the index return of a particular asset class, they can invest “passively” instead.

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